West Wealth Group

West Wealth Group as of Dec. 31, 2021

Portfolio Holdings for West Wealth Group

West Wealth Group holds 61 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 17.0 $45M 418k 107.90
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG) 16.2 $43M 773k 55.83
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 7.7 $20M 404k 50.39
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 7.4 $20M 178k 110.29
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 6.0 $16M 599k 26.68
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 5.0 $13M 252k 52.93
Schwab U.s. Tips Etf Us Tips Etf (SCHP) 3.8 $10M 159k 62.89
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 3.6 $9.4M 86k 109.47
Schwab 1-5 Year Corporate Bond Etf 1 5yr Corp Bd (SCHJ) 3.5 $9.3M 185k 50.55
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA) 3.4 $8.9M 87k 102.40
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Em Ex St-owned (XSOE) 2.7 $7.2M 196k 36.85
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 2.6 $6.8M 60k 114.81
Apple (AAPL) 2.5 $6.7M 38k 177.56
Energy Select Sector Spdr Fund Energy (XLE) 2.2 $5.9M 107k 55.49
Ishares Global Financials Etf Global Finls Etf (IXG) 2.1 $5.6M 70k 80.05
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 2.1 $5.5M 182k 29.97
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 1.7 $4.4M 55k 80.88
Ishares Mbs Etf Mbs Etf (MBB) 1.4 $3.7M 34k 107.43
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH) 1.3 $3.4M 23k 148.40
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 1.0 $2.6M 84k 30.87
Boeing Company (BA) 0.6 $1.5M 7.6k 201.24
Tesla Motors (TSLA) 0.6 $1.5M 1.4k 1056.39
Microsoft Corporation (MSFT) 0.4 $1.0M 3.1k 336.37
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST) 0.4 $1.0M 20k 50.47
Amazon (AMZN) 0.4 $976k 293.00 3331.06
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA) 0.3 $893k 12k 72.75
Sempra Energy (SRE) 0.3 $680k 5.1k 132.12
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI) 0.2 $601k 6.5k 92.89
Rockwell Automation (ROK) 0.2 $582k 1.7k 348.92
McDonald's Corporation (MCD) 0.2 $571k 2.1k 267.70
Home Depot (HD) 0.2 $551k 1.3k 414.60
Walt Disney Company (DIS) 0.2 $489k 3.2k 154.75
First Fndtn (FFWM) 0.2 $487k 20k 24.86
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $462k 1.1k 436.26
NVIDIA Corporation (NVDA) 0.2 $434k 1.5k 294.04
Wells Fargo & Company (WFC) 0.2 $432k 9.0k 47.96
Ishares Msci Eafe Esg Select Etf Esg Aw Msci Eafe (ESGD) 0.1 $380k 4.8k 79.33
Atlas Corp Shares Shares 0.1 $328k 23k 14.15
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $315k 1.1k 298.58
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $300k 629.00 476.95
Southwest Airlines (LUV) 0.1 $286k 6.7k 42.73
Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.1 $280k 772.00 362.69
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $280k 97.00 2886.60
Starbucks Corporation (SBUX) 0.1 $274k 2.3k 116.99
Pfizer (PFE) 0.1 $264k 4.5k 58.92
Abbvie (ABBV) 0.1 $262k 1.9k 135.12
Iron Mountain (IRM) 0.1 $261k 5.0k 52.20
American Tower Reit (AMT) 0.1 $254k 869.00 292.29
Annaly Capital Management 0.1 $251k 32k 7.82
Ishares Esg Advanced Total Usd Bond Market Etf Esg Adv Ttl Usd (EUSB) 0.1 $247k 5.0k 49.42
Wal-Mart Stores (WMT) 0.1 $245k 1.7k 144.20
Meta Platforms Inc Cl A Cl A (META) 0.1 $243k 725.00 335.17
Ishares Esg Aware U.s. Aggregate Bond Etf Esg Awr Us Agrgt (EAGG) 0.1 $242k 4.4k 55.18
Broadcom (AVGO) 0.1 $238k 358.00 664.80
JPMorgan Chase & Co. (JPM) 0.1 $233k 1.5k 158.40
Cleveland-cliffs (CLF) 0.1 $225k 10k 21.70
Spdr S&p 500 Etf Tr Unit (SPY) 0.1 $222k 467.00 475.37
Verizon Communications (VZ) 0.1 $210k 4.1k 51.85
Ishares Esg Advanced Msci Usa Etf Esg Msci Usa Etf (USXF) 0.1 $209k 5.3k 39.43
Bank of America Corporation (BAC) 0.1 $208k 4.7k 44.34
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.1 $204k 1.9k 108.92